QXO INC (QXO) — Hedge Fund Ownership Q1 2026
QXO
- QXO INC (QXO) is held by 4 of 84 tracked hedge funds, with Patient Capital Management (5%) and Sound Shore Management (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in QXO holdings came from Patient Capital Management (+5%), highlighting conviction.
- The biggest decreases in QXO holdings came from Sound Shore Management (-2%) and First Eagle Investment Management (-2%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to QXO INC (QXO) by +2% vs the prior quarter and -7% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Patient Capital Management Samantha McLemore
|
4.91% | 6.8M | +4.79% | -6.95% | $131.6M | $19.42 | — |
| 2 |
Sound Shore Management Harry Burn
|
2.56% | 3.9M | -1.80% | — | $76.3M | $19.42 | — |
| 3 |
First Eagle Investment Management
|
0.01% | 223K | -1.98% | — | $4.3M | $19.42 | — |
| 4 |
Polen Capital Management
|
0.00% | 11K | NEW | — | $207,639 | $19.42 | — |
| 4 | Total | — | 10.9M | +2.18% | -6.95% | $212.5M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.